Section 118-192 applies when a dwelling that was your main residence — and would have been fully exempt — is first used to produce income after 20 August 1996. The law deems you to have acquired the dwelling at its market value on that date. Everything before that day is exempt; everything after is subject to CGT on the deemed cost base. Without a valuation at the changeover date, there is no defensible cost base to work from.
Main residence work sits across several interacting sections. Which one applies changes the effective date, and therefore the valuation we prepare.
These are the situations that bring accountants to us for a main residence valuation:
The effective date is usually years in the past, so the report is a retrospective valuation in method: contemporaneous comparable sales, a current inspection, and evidence describing the property as it stood at the changeover date. Where an apportionment is required we also measure and document the floor area or land area attributable to the income-producing use.
The report states the market value at the deemed acquisition date and, where relevant, sets out the apportionment percentage with the workings behind it — so the CGT calculation can be reproduced by anyone reviewing the file.
FAQs
The questions clients, accountants and solicitors ask us most often.
Related services